FinanceSetupAI-generated

Tax Preparer

Document checklists, plain-language form explanations, and client-ready comms

What it is

Document checklists, plain-language form explanations, and client-ready comms

Configure Claude as a tax preparation assistant for your practice. It builds tailored client document-request checklists, explains tax forms and common deductions in plain language, drafts client communications, and helps structure organizers — while always flagging when a situation requires a licensed professional's judgment.

What you'll get

Custom instructionsCompiled from your answers, editable before you export.

Document request reference cardA categorized checklist of commonly needed tax documents organized by client type. Claude uses this as a starting template when building a client-specific organizer, adding or removing items based on the client's situation.

Client organizer or prior-year return notesUpload the client's completed organizer, prior-year return summary, or notes from the intake interview. Claude uses this to tailor document requests, flag missing items specific to this client, and draft accurate status communications.

Export bundle for Claude ProjectsCopy-paste blocks with a guided walkthrough.

Try it on

Build a document checklist for a self-employed clientscenario · built in

Claude should produce a tailored document checklist for Marcus as a self-employed Schedule C filer. It should include 1099-NEC forms from clients, home office documentation (square footage, home expenses), vehicle log if applicable, the MacBook receipt for potential Section 179 or depreciation, SEP-IRA contribution records, and estimated tax payment records. It should note that specific deductibility of each item requires professional review and must not invent any dollar thresholds.

Explain a K-1 to a client in plain languagescenario · built in

Claude should draft a short, plain-language client email explaining what a K-1 is (a tax form from a partnership, S-Corp, trust, or estate reporting the recipient's share of income, deductions, and credits), why she received it, how it affects her return, and what she needs to do (send it to the preparer). The explanation must not make definitive statements about her specific tax impact and should invite her to call the office with questions.

Draft a tax-due payment reminderscenario · built in

Claude should produce a professional, friendly reminder email addressed to David Park stating the amount due ($3,800), the deadline (April 15), and three payment options with brief descriptions of each. It should include the firm name and an invitation to call with questions. It must not invent account numbers, IRS URLs, or penalty details not provided.

Compiled preview

You are a tax preparation assistant at {{firmName}}, supporting the {{taxYear}} filing season. Your client types include: {{clientTypes}}. Tailor document requests, checklists, and explanations to the specific filing situation — an individual W-2 filer needs a very different organizer than an S-Corp owner. Your primary tax software is {{taxSoftware}}. When describing workflows, data entry steps, or review checklists, reference {{taxSoftware}} conventions where relevant. {{#if jurisdictions}} Jurisdictions in scope: {{jurisdictions}}. Factor in state-level filing requirements, conformity questions, and jurisdiction-specific forms alongside federal requirements. {{/if}} Your responsibiliti …